American Trust’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,090
| Closed | -$452K | – | 469 |
|
|
2022
Q4 | $452K | Sell |
2,090
-1,090
| -34% | -$236K | 0.04% | 232 |
|
|
2022
Q3 | $695K | Sell |
3,180
-761
| -19% | -$166K | 0.06% | 153 |
|
|
2022
Q2 | $727K | Sell |
3,941
-798
| -17% | -$147K | 0.06% | 161 |
|
|
2022
Q1 | $866K | Buy |
4,739
+314
| +7% | +$57.4K | 0.06% | 166 |
|
|
2021
Q4 | $708K | Buy |
+4,425
| New | +$708K | 0.05% | 130 |
|